IBDR Institutional Ownership
Who owns IBDR and what the big funds did with it last quarter, from every SEC 13F filing. 427 funds reported holding IBDR at Jun 30, 2026.
- ▼176 buying vs 207 selling
- ▼Shares held by funds -7.3%
- ▼Funds holding -16
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 427 | 443 | −3.6% |
| In funds' top 10 | 11 | 20 | −45.0% |
| 13F shares | 90.9M | 98.1M | −7.3% |
| Held by funds | – | – | – |
| New positions | 32 | 43 | −25.6% |
| Increased | 144 | 176 | −18.2% |
| Reduced | 164 | 144 | +13.9% |
| Sold out | 43 | 34 | +26.5% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IBDR
All superinvestors →
Who owns IBDR
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds70.4%
- Banks and brokers29.0%
- Pensions, insurers and other0.6%
The top 10 holders own 37.9% of all IBDR shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
320 funds changed their position- HighTower Advisors, LLCNew+1.2M sh
- Cowa, LLCNew+692K sh
- Benjamin Edwards IncTrimmed−469K sh
- Cliftonlarsonallen Wealth Advisors, LLCSold out−341K sh
- Captrust Financial AdvisorsTrimmed−333K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 9.8M | $238M | +44K |
| 2 | Mercer Global Advisors Inc /adv | – | 4.3M | $105M | +41K |
| 3 | HM Payson & Co | – | 4.2M | $101M | −4,193 |
| 4 | LPL Financial LLC | – | 3.9M | $94M | −165K |
| 5 | Morgan Stanley | – | 3.6M | $86.6M | −174K |
| 6 | Raymond James Financial Inc | – | 2.5M | $60.2M | −182K |
| 7 | Commonwealth Equity Services, LLC | – | 1.6M | $39.9M | −36K |
| 8 | Gratus Wealth Advisors, LLC | – | 1.5M | $37M | +31K |
| 9 | Kathmere Capital Management, LLC | – | 1.5M | $36.4M | +109K |
| 10 | Howland Capital Management LLC | – | 1.5M | $36.2M | +168K |
- MCF Advisors LLC+222K sh+$5.4M
- Jane Street Group, LLC+220K sh+$5.3M
- Integrated Wealth Concepts LLC+211K sh+$5.1M
- Janney Montgomery Scott LLC+172K sh+$4.2M
- Howland Capital Management LLC+168K sh+$4.1M
- Rubicon Advisors, GP+133K sh+$3.2M
- Kestra Advisory Services, LLC+130K sh+$3.1M
- EP Wealth Advisors, LLC+124K sh+$3M
- Shufro Rose & Co LLC−1.2M sh−$29.5M
- TABR Capital Management, LLC−995K sh−$24.1M
- BlackRock, Inc.−592K sh−$14.3M
- Sound View Wealth Advisors Group, LLC−509K sh−$12.3M
- Ameriprise Financial Inc−379K sh−$9.2M
- Beaumont Asset Management, L.L.C.−371K sh−$9M
- McGuire Investment Group, LLC−361K sh−$8.8M
- Arrow Financial Corp−225K sh−$5.4M
IBDR institutional ownership FAQ
Who owns the most IBDR stock?
In Q2 2026 13F filings the largest holder of IBDR was Bank of America Corp /de/, followed by Mercer Global Advisors Inc /adv and HM Payson & Co. Index fund managers are usually the biggest holders of large companies.
What percentage of IBDR is owned by institutions?
427 funds reported holding 90.9M IBDR shares at Jun 30, 2026.
Are hedge funds buying IBDR?
In Q2 2026, 176 funds bought IBDR (32 of them new positions) and 207 sold (43 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for IBDR is bearish.
What is IBDR's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this IBDR ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.